About our team

Eric Falkenberg-Poetz B.Comm, CIM, FCSI
Director, Wealth Management
Tel: 780.409.7764

Key roles: Team leadership and vision, relationship development, portfolio design

As a partner of Richardson GMP, Eric brings over 23 years of experience to his role as a Director of Wealth Management. He is committed to leading a talented and collaborative team which specializes in providing full wealth management services to entrepreneurs, affluent families and professionals. As the visionary, Eric provides both direction and insight to the team. He continues to develop and foster strong relationships with clients, as well as key professionals to enhance the advanced planning they need. Deep ongoing research into the global market economy and product development, provides the essential knowledge he needs to ensure that our clients portfolio design, continues to be both effective and resilient.

Eric is a graduate of the University of Alberta and his previous career with some of the top Chartered Accounting firms in the world, provides him with a wealth of tax and business expertise. He holds both the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FSCI) designations. Eric really enjoys life with his wife Melinda; whether it’s just being together, travelling, in the great outdoors, or being with family and great friends. A life-long passion for learning and helping others keeps him busy with reading, courses and volunteering. 

Michael Pidhirniak CFP®
Investment Advisor
Tel: 780.409.7764

Key roles: Coordination of the wealth management process, portfolio design, meeting with clients

As a partner of Richardson GMP, Mike brings 13 years of experience to his role as an Investment Advisor and is responsible for the coordination and implementation of the wealth management process. He works with clients and their professionals to develop comprehensive wealth plans unique to their specific needs. As a trusted advisor focused on developing relationships and understanding objectives, Mike provides insight and guidance in helping clients make important financial decisions. With a passion for product research and market knowledge, he works closely with Eric to build modelled portfolios focused on effectively managing risk. Mike is also the lead for all client meetings. 

Mike is a graduate of the Northern Alberta Institute of Technology (NAIT) and holds the Certified Financial Planner (CFP) designation. Outside of the business, Mike enjoys spending time with his wife, Sara, their son, Logan and daughter, Hannah. His lifetime love for sports and physical activity has led him to his newest passion in giving back to the community; coaching Logan and Hannah’s hockey and soccer teams. On the weekends you can find the whole family at the rink, soccer pitch, golf course, out for a run or just enjoying the great outdoors. Mike has a personal goal of running 40 half marathons before 40!

Anne Marie Jess BA
Associate Investment Advisor
Tel: 780.409.7764

Key roles: Advanced planning, cash management, rebalancing and trading, meeting with clients

Anne Marie brings 15 years of experience to her role and is responsible for guiding and coordinating clients through their advanced planning process, overseeing cash management and portfolio rebalancing, as well as meeting with clients for their annual planning sessions. Utilizing a very structured approach she brings a wealth of knowledge and skill that helps in developing relationships. By acting as a liaison between clients and the group, Anne Marie is able to address all client requests and questions in a timely manner.

Anne Marie is a graduate of McMaster University in Hamilton and holds an honours degree in Political Science and Business. She has also completed her Canadian Securities, Conduct & Practices and Wealth Management Essentials Course. Away from the office, Anne Marie can most likely be found in a hockey rink cheering on her boys Garry & Reid. She has a passion for travel, stays active by running and loves to cook.

Mikayla Siemens BBA
Assistant
Tel: 780.409.7764

Key roles: Administration and scheduling, wealth management planning, financial planning

Mikayla brings 3 years of experience to her role and is responsible for all administrative aspects of the practice, sourcing and updating client’s wealth management planning documents and assisting with the creation of financial plans. Highly responsible and meticulous, she takes great pride in building relationships and ensuring every client has an organized and structured wealth management planning experience. Mikayla is a graduate of the Northern Alberta Institute of Technology (NAIT). ln her spare time, Mikayla enjoys spending time with her family and friends. She spends the majority of her weekends at her family cabin at Pigeon Lake where she enjoys boating, snowmobiling, and anything involving the outdoors! Growing up, Mikayla played many sports, her favorite being volleyball. To stay active, she continues to play in a co-ed volleyball league.

Please contact us to setup an appointment at FPFG@RichardsonGMP.com